13F HOLDINGS REPORT
GREENHAVEN ASSOCIATES INC
Quarter ended Q3 2025 · Filed November 4, 2025 · Accession 0001213900-25-105801
Total Value
$6.58B
Positions
27
Other Managers
0
Confidential Omitted
No
Holdings (27)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | General Motors Co (GM) | GM | 23,064,358 | $1.41B | 21.39% |
| 2 | Lennar Corporation - A (LEN) | LEN-B | 9,653,394 | $1.22B | 18.50% |
| 3 | Toll Brothers, Inc. (TOL) | TOL | 5,580,969 | $771.0M | 11.72% |
| 4 | PulteGroup Inc. (PHM) | 745867101 | 5,569,828 | $735.9M | 11.19% |
| 5 | D R Horton, Inc. (DHI) | 23331A109 | 3,637,763 | $616.5M | 9.38% |
| 6 | Oshkosh Corp (OSK) | OSK | 2,526,606 | $327.7M | 4.98% |
| 7 | Arrow Electronics Inc (ARW) | 042735100 | 1,898,399 | $229.7M | 3.49% |
| 8 | Avantor Inc (AVTR) | AVTR | 18,311,570 | $228.5M | 3.48% |
| 9 | Avnet Inc (AVT) | AVT | 3,928,937 | $205.4M | 3.12% |
| 10 | Lear Corporation (LEA) | LEA | 1,795,824 | $180.7M | 2.75% |
| 11 | Millrose Properties (MRP) | 601137102 | 4,601,273 | $154.6M | 2.35% |
| 12 | Baxter International Inc (BAX) | 071813109 | 6,288,349 | $143.2M | 2.18% |
| 13 | Meritage Homes Corp (MTH) | MTH | 1,452,954 | $105.2M | 1.60% |
| 14 | NOV INC (NOV) | NOV | 5,747,682 | $76.2M | 1.16% |
| 15 | Terex Corp (TEX) | TEX | 1,477,733 | $75.8M | 1.15% |
| 16 | Lennar Corporation - B SHS (LEN/B) | LEN-B | 364,059 | $43.7M | 0.66% |
| 17 | Vanguard 0-3M T-Bill ETF (VBIL) | 922040845 | 500,000 | $37.8M | 0.57% |
| 18 | Citigroup Inc (C) | C-PR | 83,273 | $8.5M | 0.13% |
| 19 | Icon PLC (ICLR) | ICLR | 17,409 | $3.0M | 0.05% |
| 20 | CRH PLC (CRH) | CRH | 25,000 | $3.0M | 0.05% |
| 21 | Charles Schwab Corporation (SCHW) | SCHW-PJ | 15,000 | $1.4M | 0.02% |
| 22 | Agilent Technologies, Inc. (A) | A | 10,700 | $1.4M | 0.02% |
| 23 | J P Morgan Chase (JPM) | VYLD | 4,000 | $1.3M | 0.02% |
| 24 | Goldman Sachs (GS) | GSCE | 1,000 | $796,350 | 0.01% |
| 25 | Union Pacific Corp (UNP) | UNP | 2,032 | $480,304 | 0.01% |
| 26 | Genpact LTD (G) | G | 10,000 | $418,900 | 0.01% |
| 27 | Stellantis NV (STLA) | STLA | 36,000 | $336,240 | 0.01% |